Sound View Wealth Advisors Group, LLC
Sound View Wealth Advisors Group, LLC (CRD# 300927) is a financial advisory firm headquartered in Savannah, GA. They manage $1,628,779,176 in 2,625 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,629MILLION
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Total Number of Accounts2,625ACCOUNTS
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Average Account Value$620,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA
Edward Ambrose (CRD# 5979110) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 12 years of experience in the finance industry.
Kelly Bouchillon (CRD# 1999749) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 34 years of experience in the finance industry.
Melissa Bouchillon (CRD# 4764014) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 19 years of experience in the finance industry.
Oscar Ham (CRD# 2194817) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 32 years of experience in the finance industry.
Molly Sisson (CRD# 4505164) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Statesboro, GA and has over 21 years of experience in the finance industry.
Leah Martens (CRD# 7659794) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 2 years of experience in the finance industry.
Mark Silvers (CRD# 7611105) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has 1 year of experience in the finance industry.